Are you an MGA, Aggregator, Cluster, or Network?
Insurance Agency Owners:
You're Probably 8–12 Policies a Month Away from a Very Different Agency.
Your team is already doing the work. You're just not getting paid for all of it.
60-Day Quote Follow-Up Pilot. $1,000 to start. If we don't help you close more policies, you don't pay anything else.
Most agencies will see policies closing well before Day 60. When you do, you continue at a flat monthly fee.
You Already Know Where the Money Is Going.
Your agency writes quotes every day. Your team works the phones, builds proposals, follows up when they can.
But here's what's actually happening:
A quote goes out on Tuesday. The prospect says "let me think about it." By Friday, your team is buried in new quotes and renewals — and that Tuesday prospect? Nobody called them back.
It's not because your people don't care. It's because everyone's busy. Follow-up gets pushed. Then pushed again. Then it's been three weeks and the moment is gone.
Meanwhile, the renewal that was 60 days out is now 10 days out — and the first time the client hears from you is a rushed email with new pricing. That's not a retention strategy. That's a coin flip. And a coin flip with a 10-year client isn't a strategy — it's expensive.
And the client who has home and auto with you but no umbrella, no jewelry rider, no life referral? Nobody asked. Not because they didn't want to — because there was no system prompting them to.
This isn't a people problem. It's a capacity problem. And the quote follow-up alone? costing your agency 8–12 policies a month — or more.
If your agency writes 80 quotes a month and closes 22 of them, you're performing at the industry average. Moving from average to top-quartile doesn't require a massive leap. It means closing 10 more. That's it. Ten more policies from quotes you already wrote, for prospects you already talked to, using work your team already did.
The question is: who's making sure that follow up happens?
Four Places Your Agency is Losing Money Right Now
1. The Quote Nobody Followed Up On
A prospect got your proposal. They didn't say no — they just went quiet.
Your team meant to call. But they had 12 other things to do that day.
That policy went to someone who followed up first.
2. The Renewal Someone Meant to Call
Your client's renewal is in 9 days.
The first touchpoint is a price increase notice from the carrier. There's no conversation about value, no proactive outreach, no reassurance.
They start shopping.
3. The Client Who Never Knew They Were At Risk
They have auto and home with you.
But nobody surfaced the umbrella conversation. Nobody mentioned the coverage gap on their rental property.
Not because the data wasn't there — but because no one had time to look.
4. The Prospect Who Disappeared Forever
They didn't buy six months ago.
Their policy renews next month. You have their info somewhere — maybe. But there's no system bringing them back at the right time.
So a high-intent prospect just... evaporates.
This Problem Won't Go Away with Harder Work
Every agency owner we talk to already knows these gaps exist.
You've probably thought about each of them before. Maybe you even tried to fix one — built a spreadsheet, told the team to follow up more consistently, started a Monday morning check-in.
It works for a couple of weeks. Then a busy month hits, someone goes on vacation, a big commercial account eats up all your attention — and you're right back where you started.
That's not a failure. That's the nature of running an agency. Your team has a finite amount of bandwidth, and the daily demands of quoting, servicing, and renewing always win. The important-but-not-urgent stuff — the structured follow-up, the proactive renewal outreach, the cross-sell conversation — gets pushed to "when things slow down."
Things never slow down.
Meanwhile, every quote you never follow up on never becomes a customer. Which means you never get a chance to cross-sell them a second, third, or fourth policy. Which means you never get to renew them at that higher premium and commission rate.
These dropped balls are eating your business from the inside out.
That's why the gap between good agencies and great agencies isn't talent or effort. It's whether these things happen every time, for every quote, for every client — automatically — regardless of how busy the week is.
We Make Sure No Quote Dies Quietly
Here's what we actually do: we install a follow-up system that runs alongside your team — without adding to their workload.
When a quote goes out and the prospect goes quiet, they get a real follow-up sequence. Not a generic "just checking in" email — a structured, well-written series of messages that re-engage them at the right time with the right tone.
After we've proved results with quote follow-up in this pilot phase, we'll expand to the other areas where agencies lose money:
When a renewal window opens, proactive outreach happens — before the carrier's rate notice does.
When a client has untapped coverage potential, it surfaces through your team at the right moment.
When a prospect doesn't buy today, they don't disappear. They enter a system that brings them back when their policy is up for renewal — automatically.
Your team stays focused on what they do best: advising clients, writing business, and building relationships. We handle the structured execution that keeps revenue from slipping through the cracks.
"We're not giving you a tool. We're running the system for you."
That's the difference. You don't need another platform to log into. You need someone making sure the work actually happens.
Start With the Most Obvious Lever: Quote Follow-Up
We start with the thing that produces the fastest, most visible results — making sure every quote your team writes gets proper follow-up.
Here's what that looks like:
60-Day Pilot
Step 1: One Week Setup Phase
We build your follow-up sequences in Week 1.
Step 2: 60-Day Results Phase
For up to 60 days, we run the system on every quote your team writes.
Step 3: Scaling
Phase
As soon as you're closing more policies, we continue producing these results at a flat monthly fee.
Most agencies will see results well before Day 60. If you don't, you pay nothing beyond the setup fee and walk away.
$1,000 to get everything set up. No monthly fee until you see results within 60 days.
TESTIMONIALS
Other Business Owners Talk About How Our Messages Convert Their Buyers
Chris Orlob
Owner, pclub.io
"This direct response marketing skill set is very rare because it's essentially salespersonship in print or written form. And Andrew Schultz is one of those rare people. He has made a study of this. He knows how to build campaigns and effective messages for your audience that gets them to buy, gets them to register, gets them to retain."
Jamal Reimer
Owner, Enterprise Sellers
"50 discovery calls with prospective clients, and ... over $60K in revenue. Your seven emails did all of that in less than three weeks. That's the short story."
Adam Robinson
Owner, RB2B and Retention.com
"We generated $150K of revenue from a few touches of segmenting and emailing of people who were never going to buy [my product] in the first place".
Ian Koniak
Owner, Untap Your Sales Potential
"That campaign generated 40 calls and over $300K in revenue."
Paul Antunes
Owner, Taxera
Here's What "10 More Policies" Actually Means
No jargon. Just simple math with real numbers.
Say your agency writes 80 quotes a month and closes about 22 of them. That's roughly a 28% close rate — right around the industry average.
Now say structured follow-up helps you close just 10 more of those 80.
That's not a miracle. That's what happens when every quote gets consistent, well-timed follow-up instead of one email and a prayer.
10 more policies/month × average premium of $1,200 = $12,000/month in new premium.
At a 12% average commission, that's roughly $1,440/month in new commission revenue your agency keeps — from work your team already did.
Over a year, that's over $17,000 in commission. Over 36 months, it's north of $50,000 — and that's before renewals on those policies compound.
And that's just quote follow-up. One lever.
When you add renewal protection, cross-sell, and X-date recapture, these gains reinforce each other. A client you retained is a client you can cross-sell. A cross-sold client is less likely to leave. A lost prospect or former client who comes back at X-date is pre-qualified and high-intent.
Small, consistent improvements across these four areas produce results that are disproportionate to the effort. That's not theory. That's math.
This system wasn't built in a vacuum. It was developed working directly with agency operators — including an independent agency ranked in the top 5 within a major national network.
These are real agency owners running real books of business — and even they had consistent gaps in follow-up, renewal outreach, and cross-sell execution. Not because they didn't know better. Because they were busy running their agencies.
That experience is built into everything we do. Every sequence, every workflow, every message — designed for how agencies actually operate, not how consultants think they should.
What You'll Walk Away With — Even If We Don't Work Together
This isn't a generic sales pitch. It's a working session.
In 30 minutes, we'll walk through your current quote volume, your close rate, and where prospects are falling off. You'll see a realistic estimate of how many policies your agency is likely leaving on the table each month — and what recovering even a fraction of them would mean for your commission revenue.
If the pilot makes sense for your agency, we'll explain exactly how it works, what your team needs to do (very little), and how quickly you'll see results.
If it doesn't make sense for us to work together, we'll tell you that too. No pressure. No pitch deck. Just a straightforward conversation about whether this moves the needle for your business.
You're already paying the salaries. The work is already being done.
Now, let's make sure you get the full return on your investment.
Common Questions
How much work does this require from my team?
Almost none. After a quick onboarding, your team's only ongoing task is a simple data update — about 30 minutes per month. We write all the messages, build the sequences, manage the system, and monitor results. Your team just keeps doing what they're already doing.
What if the messages don't sound right?
You approve every message before it goes out. We write them to sound like your agency — not like a marketing robot. If something doesn't feel right, we adjust it. These messages go out under your name, so they need to feel like you.
What kind of agencies does this work best for?
Independent P&C agencies writing at least 50–60 quotes per month. If your team is quoting actively but doesn't have a structured follow-up process, you're likely leaving significant revenue on the table — and this is built for exactly that scenario.
Will this work for a small agency?
Yes - the math of compounding gains works for any size of insurance agency. If you're dropping the ball in any of the four key leverage points, you will see growth in your business by running the Compounding Leverage System.
Do you work with captive agencies?
Yes, with caveats. This system is designed primarily for agencies with full control over their book and client data. If you're a captive agency, you may have limitations on some of the workflows we run around the 3 leverage points that come after quote follow up. But quote follow up is usually OK. If you're interested, let's talk.
What's the catch with the guarantee?
There isn't one. If we don't help you close more policies in 60 days, you don't pay ongoing fees. We structured it this way because we'd rather earn long-term clients than collect short-term fees.
What happens after the 60-day pilot?
When the numbers prove themselves — and they usually do — you move to a flat monthly fee and we keep running everything. No disruption, no renegotiation. The system that's already working just keeps working. We'll also look at the other key leverage points and make a plan to address those with you - renewals, cross-sell, and x-date follow up.
How is this different from my CRM's built-in automation?
Most CRM automations are templates you have to build, maintain, and monitor yourself — which means they suffer from the same bandwidth problem as everything else. They also don't come with expert copywriters who have closed hundreds of thousands of dollars in business through email and SMS.
We're not giving you a tool. We're running the system for you. We write the messages, manage the timing, and optimize based on what's working. You get the output without the overhead.
The difference between an agency that drifts and an agency that grows isn't one big move.
It's making sure the right things happen — every time, for every quote, for every client.
We make that possible.
